A variety of important developments occurred in the first quarter of 2017. During our 2nd quarter Investment Landscape conference call, we discussed:
- Increasing signs of a coordinated global pickup in economic activity, with data generally exceeding expectations
- The expectations for U.S. interest rate policy, and why we may not be in a typical rising rate environment
- The political landscape in Europe, and its possible impact on the future of the European Union
- Optimism for U.S. corporate earnings that may already be reflected through high valuations
- Ongoing concern that the general level of high valuations may create greater fragility than normal in markets
We invite you to read more on these topics in our full 2nd quarter Investment Landscape report, or by listening to the call playback by accessing the following links:
